8-K ·Filed Feb 27, 2026
8-K context-dependent: Items 8.01
Actionable Insight • Neutral
Monitor fund performance over the next several quarters to assess any impact from the addition of Kleinman, though no immediate change in strategy or performance is expected.
Final — all horizons settled through T+60d
NUW ▼ -2.45% at T+60d
NEUTRAL call -2.45% · α vs SPY -11.84% · entry $14.34 → $13.99
T+1d
-0.21%
call -0.21% · α -0.26%
$14.31
settled 8mo ago
T+5d
-0.42%
call -0.42% · α +1.57%
$14.28
settled 8mo ago
T+20d
-3.48%
call -3.48% · α +4.08%
$13.84
settled 7mo ago
T+60d
-2.45%
call -2.45% · α -11.84%
$13.99
settled 5mo ago
Price Chart
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Executive Summary
Margot Kleinman has been named a portfolio manager of Nuveen AMT-Free Municipal Value Fund (NUW), effective February 27, 2026, joining existing managers Daniel Close and Kristen DeJong. The fund's investment objective and policies remain unchanged.
Key Facts
- Margot Kleinman appointed as portfolio manager effective February 27, 2026
- Daniel Close and Kristen DeJong continue as portfolio managers
- No changes to the fund's investment objective or policies
- Kleinman is Head of Research for municipal fixed income at Nuveen and leads its municipal credit research team
- Her team was named No. 1 at the 2024 Smith's All-Star Municipal Analysts Awards
Financial Impact
Not specified
Risk Factors
- Management changes, even with no policy shifts, can lead to subtle changes in portfolio construction over time
- Potential for short-term investor uncertainty despite reassurances of continuity
Market Snapshot
Exchange
NYSE
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001999371-26-004487 |
| Document: 0001999371-26-004487-index-headers.html | 0001999371-26-004487 |
| Document: 0001999371-26-004487-index.html | 0001999371-26-004487 |
| Document: 0001999371-26-004487.txt | 0001999371-26-004487 |
US Market Status
Market Open — Closes in 3h 9m
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